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Apple
AAPL

Overview Fund Activity

4,524 hedge funds and large institutions have $1.25T invested in Apple in 2022 Q4 according to their latest regulatory filings, with 407 funds opening new positions, 1,556 increasing their positions, 2,311 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
4,524
Holders Change
+212
Holders Change %
+4.92%
% of All Funds
72.99%
Holding in Top 10
2,498
Holding in Top 10 Change
-116
Holding in Top 10 Change %
-4.44%
% of All Funds
40.3%
New
407
Increased
1,556
Reduced
2,311
Closed
101
Calls
$33.9B
Puts
$33.7B
Net Calls
+$221M
Net Calls Change
+$5.42B

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.37B
2
CSA
Cottage Street Advisors
Massachusetts
+$2.57B
3
Barclays
Barclays
United Kingdom
+$1.53B
4
HHII
H&H International Investment
California
+$1.49B
5
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.31B

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$5.18B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.86B
3
Bank of America
Bank of America
North Carolina
-$2.05B
4
Capital Research Global Investors
Capital Research Global Investors
California
-$1.54B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$850M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
3576
Cottonwood Capital Advisors
Utah
$1.86M -$14.8K -114 -0.8%
DWA
3577
Delap Wealth Advisory
Oregon
$1.86M +$1.86M +14,286 New
NFG
3578
Northeast Financial Group
Pennsylvania
$1.84M -$610K -4,696 -25%
RGF
3579
Retirement Guys Formula
Ohio
$1.84M +$127K +976 +7%
MHR
3580
Matthew Hamilton Rosenberg
$1.84M +$16.9K +130 +0.9%
GA
3581
Greytown Advisors
Florida
$1.83M -$910 -7 -0%
MIS
3582
Morningstar Investment Services
Illinois
$1.82M -$579K -4,587 -24%
RPG
3583
Resource Planning Group
Georgia
$1.82M +$2.08K +16 +0.1%
AAMC
3584
Asset Allocation & Management Company
Illinois
$1.82M +$878K +6,757 +93%
RCI
3585
RS Crum Inc
California
$1.82M -$1.3K -10 -0.1%
UFA
3586
US Financial Advisors
Massachusetts
$1.82M +$146K +1,124 +9%
ACA
3587
Aspire Capital Advisors
Washington
$1.82M +$298K +2,291 +20%
IA
3588
Integrity Advisory
Kansas
$1.82M +$392K +3,015 +27%
RGI
3589
River Global Investors
United Kingdom
$1.82M -$2.69M -20,720 -60%
EE
3590
EWG Elevate
California
$1.81M +$297K +2,286 +20%
FNBOSM
3591
First National Bank of South Miami
Florida
$1.81M -$35.5K -273 -2%
HIA
3592
HTG Investment Advisors
Connecticut
$1.81M +$1.81M +13,917 New
NEGWA
3593
New England Guild Wealth Advisors
Connecticut
$1.8M -$130K -998 -7%
CPW
3594
Catalyst Private Wealth
California
$1.8M -$388K -2,989 -18%
PWAC
3595
Private Wealth Advisors (California)
California
$1.8M -$23K -177 -1%
ONSWM
3596
Old North State Wealth Management
North Carolina
$1.8M -$17.6K -135 -1%
HCM
3597
Hutner Capital Management
Vermont
$1.8M +$625K +4,812 +53%
OLVIG
3598
Oliver Lagore Vanvalin Investment Group
Michigan
$1.79M -$324K -2,490 -15%
WIM
3599
Waycross Investment Management
Washington
$1.79M +$1.79M +13,776 New
KWM
3600
Kaydan Wealth Management
Michigan
$1.79M -$140K -1,077 -7%
142 143
144
145 146